SCORE:The New Retirement Rules--Highlights of the SECURE Act 2.0 (ZOOM)

Please register with SCORE in advance for this program.  Click on Join Event Online. This event is held on Zoom.

Description:  

Attend this complimentary workshop and you will learn:

•  Why your 401(k) plans will look different in the future.
•  New age requirements for taking distributions from your retirement accounts.
•  “The Death of the Stretch IRA” and what it means for your family.
•  How 529 plan funds can jumpstart retirement savings.
•  One way young professionals can save for retirement and pay student loan debt.
•  The importance of planning and managing your taxes.
•  How small businesses can benefit from starting a retirement plan.

Presenter:

Annie Hung-Scanga, Managing Member of Atlantis Accounting firm: I want to help hard working individuals, families and/or businesses put their finances in order by preparing a personalized tax plan, laying out possible tax saving strategies, and preparing timely tax returns. A Certified Public Accountant along with my MBA, I bring advanced accounting skills to the table, so my goal is always to personally help you to wisely plan and to effectively implement the best possible tax reduction strategies for your situation.

Sponsor: TD Bank

Co-sponsor: East Brunswick Public Library